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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $951,046 | $104,650+808.8% | $83,854+1034.2% | $155,188+512.8% |
| Participation rate | 4.2% | 65.1%-60.9pp | 59.1%-54.9pp | 80.8%-76.6pp |
| Annual return | 17.10% | 28.97%-11.9pp | 31.39%-14.3pp | 148.84%-131.7pp |
| Employer contribution / active EE | $262 | $1,196-78.1% | $1,017-74.3% | $4,248-93.8% |
| Participant deferral / active EE | $271 | $2,367-88.6% | $2,035-86.7% | $6,531-95.9% |
| Admin fee / account holder | $7,749 | $3,518+120.2% | $3,197+142.4% | $14,480-46.5% |